Chips: Moore spending
Middle East hostilities are intensifying; not one, but two maritime chokepoints are supposedly closed, and Brent crude has hit the psychologically threatening $100/bbl level once again.
Our services
We take the time to understand your story and shape our range of wealth management solutions around your needs.
Investing
We offer a comprehensive range of investment services, from discretionary portfolio management and advisory mandates to private market investments, tailored to your financial objectives.
Wealth planning
Our wealth planning services bring together financial planning, wealth structuring, pension solutions and succession considerations within a coherent long-term framework.
Banking and financing
We offer integrated private banking solutions designed to support both day-to-day requirements and longer-term objectives, from current and deposit accounts to Lombard lending and real estate financing.
Meet our experts
A conversation worth having
For over two centuries we have helped clients preserve and manage their wealth through changing environments and across generations. From our private bank in Switzerland, we continue to support families, entrepreneurs and executives both locally and around the world.
A first meeting offers an opportunity to discuss your situation with our specialists and explore how we can best help you.
Who we serve
We work with the world's most successful individuals, families and entrepreneurs to preserve and grow their wealth.
Individuals
As a high-earning professional or senior executive, your financial priorities often evolve alongside your career. We help you structure and manage your wealth with a long-term perspective.
Families
Families can face unique challenges in preserving wealth across generations. Drawing on generations of experience, we help you bring structure and continuity to those important financial decisions.
Entrepreneurs
Entrepreneurs must balance business ambitions with personal wealth considerations. From the growth to the sale of a business, we provide support throughout your entrepreneurial journey and beyond.
Trusted by clients
A strong capital base and long-term family ownership provide the stability to focus on what matters most: building lasting relationships and delivering a high level of personal service.
By maintaining a smaller number of clients per adviser, we ensure every client receives the attention they deserve, contributing to consistently high client satisfaction levels.
client satisfaction levels
clients per adviser on average
common equity tier 1 ratio
Figures as of 31.12.2025.
More than banking
The Switzerland Art Collection & Exhibition Series
We have a long history of championing the arts. Our commitment continues through a series of rotating exhibitions across our offices in Zurich and Geneva.
Each exhibition features artists from regions linked to the story of the five Rothschild brothers, whose entrepreneurial vision helped connect Austria, Britain, Italy, France and Germany with the wider world.
What is wealth management?
Wealth management is a comprehensive approach to organising and overseeing your financial assets so they support your life plans. It brings together investment advice, long‑term planning, and structured decision‑making, tailored to your personal circumstances.
At its core is an ongoing relationship with an adviser who acts as a trusted point of reference. This adviser helps you navigate complex financial choices, adapt your strategy as your situation evolves, and ensure your wealth is managed thoughtfully over time.
Who are wealth management solutions for?
Wealth management is suited to people whose financial situation calls for a more considered and coordinated approach. It can be particularly relevant at key moments in life, for example when personal or business circumstances change, when assets increase in size or complexity, or when responsibilities extend beyond one generation.
It is often chosen by individuals and families who want support with managing significant savings, business proceeds, or family assets, and who value professional guidance.
How much money do I need for a wealth management account?
Wealth management is typically designed for clients with a level of assets that benefits from personalised advice and long‑term planning. Rather than focusing on a fixed entry amount, eligibility depends on your overall financial situation, your objectives, and the type of support you are looking for.
In practice, this often includes individuals or families with substantial savings, investment portfolios, business assets, or capital to manage over time. Contact us to determine whether wealth management is the right fit for your needs.
What should I look for in a wealth manager?
Look for a wealth manager who acts strictly in your best interests and takes the time to truly understand your situation. Transparency around fees, clear communication, and a disciplined investment process are essential.
Equally important is capacity: a good adviser limits the number of clients they serve so they can provide thoughtful, proactive advice and personalised solutions as your needs evolve over time.
Will I have a dedicated adviser?
Yes. You will work with a dedicated adviser who is your main point of contact. They coordinate your strategy, stay closely aligned with your objectives, and guide you through decisions as your circumstances evolve. When additional expertise is needed, your adviser can draw on a trusted network of specialists to ensure you receive well‑rounded and timely support.
What happens after I get in touch?
The process begins with an initial conversation to understand your situation, objectives, and expectations. From there, your adviser will assess whether wealth management is appropriate for you and outline next steps, including an investment approach tailored to your needs. If you would like to start the conversation, take the first step and contact us.
How will my money be invested?
Your investments are structured based on your individual risk profile and return expectations. Depending on your preferences, this can include discretionary mandates, where we manage investments on your behalf, advisory solutions with client directed decisions, as well as access to selected private market opportunities. Find out more about our investment services.
You might be interested in
Politics on the beach
In business, competitors often converge on the middle to capture the largest share of demand. Yet in politics, the opposite seems to be happening. Across the US and Europe, parties are moving away from the centre, while populist movements continue to gain ground.
Monetary policy - behind the curtain
Interest rates in 2026 are heading in the opposite direction to what money markets thought. Rates are projected to rise in the US and UK, and have already risen at the ECB. At the start of the year, US and UK rates were seen falling and ECB rates staying put.
Five stock market talking points in 2026
It has been another eventful – and at times grim – year, but global equities have continued to climb the ‘wall of worry’, up by more than a tenth in dollar terms. Given we are approaching the 2026 halfway mark, we highlight five interesting stock market observations below.
The next UK Prime Minister
The UK political landscape appears even more difficult to navigate than at the start of the year: we are on the cusp of welcoming our fifth Prime Minister, in not quite as many years.
SpaceX: Infinity and beyond?
SpaceX is going public, and the excitement is palpable. If the vertically integrated space company achieves its targeted USD1.75 trillion valuation on Friday it will be the biggest initial public offering (IPO) in history.
Macro thoughts on the Swiss referendum
Switzerland’s emotive “No to 10 million” referendum on June 14 seems to be too close to call. We doubt it will be a game-changer economically.
Another debt ratio observation
CBO long-term US debt projections have improved since 2021 due to small assumption changes, highlighting forecast sensitivity, while rising bond yields reflect inflation and interest rate dynamics, not fiscal concerns.
Explore our solutions in Switzerland
Comprehensive wealth management services wherever you, or your assets, are located
Our offering is part of Rothschild & Co's global Wealth Management business. This encompasses teams based in 12 countries across Europe and the Middle East, supporting more than 15,000 clients and managing over €101bn of assets in total1.
In each country we offer impartial advice, tailor our approach to each client, and design a service that is right for you.
1. As at 31 December 2025